Meet Our Team

Nick Troiani, CFA®

Financial Advisor, Chartered Financial Analyst

Hello, I’m Nick. I love to help others, and I am intellectually curious. My career in the financial services industry began in 2008. After working on trading floors for 17 years I decided to join Purpose Path Capital and moved to the client facing side of the business. My wife and I have two kids that are our world. We love to do puzzles and play games. Basketball was my first love and after seeing me you will quickly realize why basketball was not a career option for me! My life was flipped upside down in 2013 and I now realize each day is a gift, each one a new surprise. Success in my life is not measured by the size of my paycheck or the size of my house. Rather, success in my life is measured by the number of others I help in a positive way.

I am…

    • A volunteer who believes in showing up when it matters.
    • A proud husband to my beautiful wife, Nicci.
    • The best dad I can be to our two amazing kids, Emilia and Dominic.
    • A man of faith, actively involved at Morning Star Church.
    • A youth basketball coach who loves shaping young athletes on and off the court.
    • An outdoorsman who finds peace and purpose in nature.
    • A long-distance runner always pushing my limits.
    • A reader who is never without a book nearby.
    • A debater who enjoys a good, healthy, productive conversation.
    • A dreamer, determined to cross the finish line of a full marathon one day.

DISC Profile D/I (Dominance/Influence)

Why is this important for clients?

I like to be straightforward when communicating. Well prepared with a plan of attack keeps me focused on the business at hand. My “D” keeps my interactions focused and well-intended.

Additionally, my “I” allows me to create an open friendly environment to communicate. I love to coach others and spread my knowledge. The only dumb question is the question not asked.